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How It Works

Welcome to a new way of financial planning. It still involves financials and documents, but it goes beyond sums and returns. This new way of financial planning digs deeper than financial goals and looks to uncover what is driving these goals. 

Your financial and emotional goals combine to create a customized financial strategy to reach your optimal well-being. What matters most to you and your family determines the financial strategy. 

Building a Financial Plan

See how our financial planning process works:


Intro Call

You have an intro call with your financial advisor. During the call, we’ll schedule a Strategy Session & Discovery meeting with you. Prior to the Strategy Session, we send you the meeting agenda so you know what to expect and a Planning Documents Checklist to help you prepare any necessary information for your advisor.

Strategy Session & Discovery Meeting

We ask you to bring your completed Documents Checklist and related items to this meeting.
During this meeting, you learn more about our philosophy and our process.
We discuss your goals (both personally and financially), any concerns, and details about your current financial situation.
Our team performs a dynamic Q&A to identify areas of focus and to prioritize your objectives.
We share potential strategies to meet your objectives, both short-term and long-term.

Plan Proposal

After the Strategy Session, your financial advisor crafts and reviews with you a financial planning proposal that outlines your objectives, expected services, and a total planning fee. (Our fees are a set yearly fee and are not commission-based to ensure we remain objective).
Our team puts together a timeline for implementation and collects any outstanding information or documents needed.
We perform research on solutions and create an organized financial plan.

Plan Delivery & Deployment

During this phase of the financial planning process, you discuss options and the customized recommendations we’ve designed to meet your goals.
Your financial advisor works with you and any other advisors (attorney, CPA, etc.) to implement the designated action items.

Ongoing Strategy Meetings

Throughout the year, you review the progress of the financial plan with your financial advisor and we’ll make any updates based on changes in financial, family, or tax situations.

It’s Not Just Financial, It’s Personal

When you work with our team, you’ll learn we have a strong commitment to our clients. This goes beyond just a professional relationship. We truly have a personal focus when it comes to our client’s financial strategies. 

This personal focus includes going deeper than the surface to provide creative strategies. Our team advocates for your overall well-being and designs strategies to help you achieve your personal, financial, and professional objectives. 

We believe in asking the real questions, like what really matters. We work closely with you to discover the big “Why” behind your decisions and goals. Our strategies are designed to closely align with your “Why” and provide you the guidance you need to achieve your goals. 

This isn’t a 9-to-5 job for us. We believe you are part of our family and treat you like family. Our financial planning and wealth management services go beyond the numbers to support your family and your overall well-being. 

Get to Know Our Team

When you work with our team, you’ll learn we have a strong commitment to our clients.

We believe in a balance of work and life and treat our clients like family. Our strategies are designed to closely align with your “why” and provide you with the guidance you need to achieve your goals. 

Meet Us